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Showing 1141 - 1150 of 2303 results for "Financial Planner"

Planner annuity interest climbs

ELISE BURGESS  |  WEDNESDAY, 11 APR 2012
Financial planner current use of annuities may be limited, with only 36% using the products in 2011, but there are predictions of increased use across the industry revealed in a new planner survey. Key findings within the Investment Trends December ...

Estate planning specialist joins Equity Trustees

RACHEL DAVIS  |  WEDNESDAY, 11 APR 2012
Equity Trustees has appointed Anna Hacker to the newly created role of senior manager - estate planning, reporting to Lachlan Wraith, head of personal estates and trusts. Hacker joins Equity Trustees (EQT) from Moores Legal where her role included providing ...

Practices valued at doubled RR: survey

ELISE BURGESS  |  TUESDAY, 3 APR 2012
Most financial planners value a planning business between two and three times the recurring revenue and expect a claw back clause, according to an industry survey. In a nation-wide survey of planners, Radar Results found that the highest demand for ...

Pre-retiree client strategies fall short: survey

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
Only two-thirds of pre-retiree adviser clients are on track to meet their retirement goals, according to a survey of over 1,000 financial planners. The Investment Trends December 2011 Retirement Planner Report surveyed 1,027 financial planners in December ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
OneVue has launched a second intermediated platform targeted at SMSF investors, specifically in the medical professional space. Designed for members of MAP - a financial services group that caters predominately to medical professionals, capabilities ...

Details still needed on opt-in: ANZ Wealth

CLAIRE MCGREAL  |  FRIDAY, 23 MAR 2012
... Planning Association (FPA). 88% of planners surveyed also said they were in favour of restricting the term "financial planner" to include only those who met clearly defined levels of qualifications and professional standards.

Market Wrap - Morning

AAP  |  FRIDAY, 23 MAR 2012
The Australian market looks set to open lower following falls on international markets overnight after unexpectedly weak euro zone economic data and disappointing Chinese figures. The federal opposition has vowed to repeal government legislation that ...

AFA hits out at ISN over deal allegations

CLAIRE MCGREAL  |  THURSDAY, 22 MAR 2012
... allegations a deal had been struck between the FPA and Industry Super Network on opt-in and the use of the term "financial planner". National media reported this week that the Financial Planning Association (FPA) and ISN had made a "secret" agreement ...

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA, ASIC and FOS have partnered to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey. The Australian Securities and Investments Commission (ASIC) revealed in February that conflict ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...